Purchases and Sales Made in Q4 2021 in First Trust Water ETF (FIW)
This table provides information about the institutional ownership of First Trust Water ETF (FIW) during Q4 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST WATER ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.86K+ 11.09% |
$415K - $461K
|
48.6K
$4.99M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.68K+ 59.63% |
$400K - $445K
|
12.5K
$1.29M
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.34KNew |
$371K - $412K
|
4.34K
$445K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.06K+ 16.07% |
$347K - $386K
|
29.3K
$3.01M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.01KNew |
$342K - $381K
|
4.01K
$411K
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.98KNew |
$340K - $378K
|
3.98K
$408K
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.79K+ 6.61% |
$324K - $360K
|
61.1K
$6.27M
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.58K+ 19.18% |
$306K - $340K
|
22.3K
$2.28M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.56K+ 18.13% |
$304K - $338K
|
23.2K
$2.38M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.48KNew |
$298K - $331K
|
3.48K
$357K
|
|
Feb 16, 2022
Q4 2021
|
Bell Rock Capital LLC
|
BUY
|
- |
3.33K+ 72.71% |
$284K - $316K
|
7.9K
$810K
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.32K+ 76.99% |
$283K - $315K
|
7.62K
$781K
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.09KNew |
$264K - $293K
|
3.09K
$317K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.95KNew |
$252K - $280K
|
2.95K
$302K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.86K+ 78.37% |
$244K - $271K
|
6.51K
$667K
|
|
Feb 10, 2022
Q4 2021
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.8KNew |
$239K - $266K
|
2.8K
$287K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.72K+ 63.06% |
$232K - $258K
|
7.04K
$721K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2.68KNew |
$229K - $254K
|
2.68K
$275K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.64KNew |
$225K - $251K
|
2.64K
$271K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
2.63K+ 901.37% |
$225K - $250K
|
2.92K
$300K
|
|
Mar 18, 2022
Q4 2021
|
Mason & Associates Inc
|
BUY
|
- |
2.58KNew |
$220K - $245K
|
2.58K
$264K
|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
2.5K+ 8.25% |
$214K - $238K
|
32.9K
$3.37M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.43KNew |
$207K - $230K
|
2.43K
$249K
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.41KNew |
$206K - $229K
|
2.41K
$247K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
2.39K+ 37.16% |
$204K - $226K
|
8.8K
$903K
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$200K - $223K
|
2.35K
$241K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.34KNew |
$200K - $223K
|
2.34K
$240K
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
2.34KNew |
$200K - $222K
|
2.34K
$240K
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 3.74% |
$197K - $219K
|
63.9K
$6.55M
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.3K+ 3.74% |
$197K - $219K
|
63.9K
$6.55M
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.28KNew |
$194K - $216K
|
2.28K
$233K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.24KNew |
$192K - $213K
|
2.24K
$230K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
2.24KNew |
$192K - $213K
|
2.24K
$230K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.24K+ 5.48% |
$192K - $213K
|
43.1K
$4.42M
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.21KNew |
$189K - $210K
|
2.21K
$227K
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.21K+ 5.04% |
$189K - $210K
|
46.1K
$4.73M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.21KNew |
$189K - $210K
|
2.21K
$226K
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
2.2KNew |
$188K - $209K
|
2.2K
$226K
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.19K+ 11.81% |
$187K - $208K
|
20.7K
$2.13M
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.19KNew |
$187K - $208K
|
2.19K
$224K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.18KNew |
$186K - $207K
|
2.18K
$224K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.16KNew |
$185K - $205K
|
2.16K
$222K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
2.16KNew |
$184K - $205K
|
2.16K
$221K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
2.15KNew |
$184K - $204K
|
2.15K
$221K
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.87K+ 34.07% |
$160K - $177K
|
7.36K
$754K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
1.85K+ 21.18% |
$158K - $175K
|
10.6K
$1.08M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.67K+ 9.43% |
$143K - $159K
|
19.4K
$1.99M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.51K+ 59.43% |
$129K - $143K
|
4.05K
$415K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.51K+ 3.1% |
$129K - $143K
|
50.2K
$5.15M
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.49K+ 483.5% |
$128K - $142K
|
1.8K
$185K
|